Create a Template along with docGenFormFields through Docusign UI

Hello @rajashashank ,

Welcome to the Docusign Community and thank you for posting your concerns!

Can you provide a screenshot to have a more visual understanding of the differences you are talking about?

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

 I am referring to these two options under Envelope Templates. There is a difference in the way the template i created when i use the Create a Template Button vs Upload Template. 

When i use the upload Template the JSON payload has this data under the documents tag : 
  "documents": [
    {
      "display": "inline",
      "docGenFormFields": [
        {
          "label": "Date",
          "name": "Date",
          "required": "True",
          "type": "TextBox"
        }
      ],
      "documentBase64": "documentBase64",
      "documentId": "documentId",
      "fileExtension": "docx",
      "includeInDownload": "true",
      "isDocGenDocument": "true",
      "name": "Offer Letter Template.docx",
      "order": "2",
      "pages": "3",
      "signerMustAcknowledge": "no_interaction",
      "templateLocked": "false",
      "templateRequired": "false",
      "uri": "uri"
    }
  ] 
Where i can pass the docGenFormFields for the dynamic content in the .docx file that is attached to the template. But i don’t see a way to attach the same when i use Create a Template Button. 

Am i missing something here or is this the only way to create template when i wish to have the docGenFormFields to be stored along with the template?

​@nathaly.monge will you be able to help here?

Hello @rajashashank ,

Thank you for reaching back.

Apologies for the late reply. It would be best to create a case with customer support to look at the differences more in depth: Open a case in the Docusign Support Center.

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Hello ​@rajashashank ,

If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!